TISA - Tax Incentivised Savings Association - Whats New

What's New

TISA Technical Bulletins - members please see here

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Other publications:
Stocks & Shares to cash ISA Transfer Guidelines
Model Transfer Authority Form

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APS allowance application and transfer process guidelines

CTF to JISA transfer guidleines


Consultation responses:
Please see here

Slides from events - please see here

TISA Events/Training

Additional Permitted Subscriptions
11 January - London
18 January - Edinburgh

TCF MI & Governance
14 November - Edinburgh

Lifetime ISAs
7 December - London

ISA Key Facts
8 February - London


TISA Press Releases
'Enhancing consumer engagement essential to drive positive retirement outcomes'
'TISA launches MiFID II compliant framework for Target Market Reporting and endorses the European Working Groups European MiFID II Template'
'TISA responds to HMRC statistics on ISA subscriptions'

Please see here    

 

ISA TRANSFERS DATABASES  Passwords, usernames and company codes changed 29/9/17, details circulated 25/9 at 12.10pm.

In line with HMRC ISA Bulletin 3 and TISA bulletin 541 ISA managers please email contact details to isatransfers@tisa.uk.com if you haven't already done so, along with a postal address for transfer requests to be sent to.

An email alert advising of changes made to the databases is available to subscribe to on request.  Please email above address if you would like your details/colleagues adding.

From 22/10/12 the databases also contain SUN details for those providers participating in the BACS electronic ISA transfers initiative.  An email alert advising of changes made to the databases in respect of this is also available to subscribe to on request.